See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,159 | $54,705+101.4% | $71,209+54.7% | $84,808+29.9% |
| Participation rate | 42.6% | 64.1%-21.5pp | 73.8%-31.2pp | 68.3%-25.7pp |
| Annual return | 11.00% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $394 | $2,158-81.7% | $2,721-85.5% | $2,631-85.0% |
| Participant deferral / active EE | $2,073 | $3,030-31.6% | $4,175-50.4% | $4,212-50.8% |
| Admin fee / account holder | $3,448 | $4,863-29.1% | $5,349-35.5% | $7,344-53.1% |